SBI Securities’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

SBI Securities’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$81.4K	Sell	1,205 -12	-1%	-$772	﹤0.01%	989
2026 Q1	$72.1K	Buy	1,217 +24	+2%	+$1.46K	﹤0.01%	958
2025 Q4	$69.1K	Sell	1,193 -44	-4%	-$2.53K	﹤0.01%	967
2025 Q3	$70.7K	Buy	1,237 +24	+2%	+$1.35K	﹤0.01%	962
2025 Q2	$66K	Buy	1,213 +16	+1%	+$824	﹤0.01%	953
2025 Q1	$61.3K	Buy	1,197 +29	+2%	+$1.58K	﹤0.01%	909
2024 Q4	$63.9K	Buy	+1,168	New	+$65.7K	﹤0.01%	900

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

SBI Securities's SPMD Position: Q2 2026 in Review

SBI Securities reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.99% in Q2 2026, selling an estimated $772 and leaving 1,205 shares worth $81.4K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

SBI Securities first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

SBI Securities held 1,205 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $81.4K as of Q2 2026.
SBI Securities sold 12 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $772.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #989 holding.
SBI Securities first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.